Filed January 30, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $327,598 |
KPMG LLP2 years Filed as: KPMG LLC Service code 10 · EIN 13-5565207 | Accounting | $42,700 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 16 · EIN 36-4291971 | Consulting | $37,200 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN FIRST INVESTMENT ADVISORS Service code 51 · EIN 47-6197829 | Investment Mgmt Fees | $18,528 |
Filed as: KAESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $9,300 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $957 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,358 | $69,238+42.1% | $185,854-47.1% | $101,555-3.1% |
| Participation rate | 71.2% | 73.5%-2.3pp | 81.7%-10.5pp | 74.5%-3.3pp |
| Annual return | 15.73% | 21.26%-5.5pp | 122.12%-106.4pp | 21.00%-5.3pp |
| Employer contribution / active EE | $5,097 | $2,104+142.2% | $5,169-1.4% | $2,972+71.5% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,569-100.0% | $4,874-100.0% |
| Admin fee / account holder | $55 | $66-17.5% | $16,246-99.7% | $139-60.8% |